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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-12 |
Branch Locations
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Canonsburg | PA | 06/2020 | 11/2021 |
| Pnc Bank | North Huntingdon | PA | 01/2017 | 12/2020 |
| Century Support Services | North Huntindon | PA | 06/2016 | 01/2017 |
| Prudential Insurance Company Of America | Canonsburg | PA | 01/2021 | 11/2021 |
| Ups | New Stanton | PA | 11/2020 | 01/2021 |
| Key Investment Services Llc | Houston | PA | 12/2021 | 04/2022 |
| Mgdyess | Connellesville | PA | 03/2022 | 09/2022 |
| Kenny Ross Ford | Adamsbrug | PA | 09/2022 | 05/2023 |
| Mutual Of Omaha Insurance Company | Pittsburgh | PA | 05/2022 | 08/2023 |
| Mutual Of Omaha Investor Services | Pittsburgh | PA | 08/2023 | 08/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2024 | 04/2026 |
| Cetera Investment Advisers Llc | Monroeville | PA | 02/2024 | 04/2026 |
| Pnc Bank | Greensburg | PA | 08/2023 | 02/2024 |
| Success Wealth Management Llc | Wexford | PA | 05/2026 | Present |
| American Senior Benefits | Wexford | PA | 04/2026 | Present |
| Prudential Financial Planning Services | Canonsburg | PA | 09/2021 | 12/2021 |
American Senior Benefits; Inv Rel; Wexford, PA; Ins sales and services; Ins Agent; he spends approximately 75% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-02 |
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